SOUND FINANCIAL STRATEGIES GROUP, LLC
Firm details
- Headquarters
- MADISON, Mississippi
- CRD number
- 286261
- Registered since
- January 11, 2017
- Website
- soundfsg.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- Individuals46.66%
- Corporations / Businesses39.28%
- HNWI14.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sound Financial Strategies Group, LLC is an independent registered investment adviser formed in 2017 that serves both individual/family and institutional clients. The firm operates as a limited liability company and combines advisory work with broker‑dealer and insurance‑broker activities; its revenue mix includes percentage‑of‑AUM fees, fixed fees and commissions. Advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of outside advisers and educational workshops. The firm is a capital allocator that places client capital with third‑party managers; it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities20%
- Cash & Cash Equivalents9%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Contacts
3 of 4jerry grantham
Senior Financial AdvisorCRD 1056637
Joel Holden
Co-Founder & PresidentCRD 5642118
Christine Cole
Client Service ManagerCRD 6398635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$132M in ETFs
88%
$116M
9%
$16.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $16M | 160,804 | 12.08% |
Location
MADISON, MS
MADISON
Location
MADISON, MS
Headquartered in MADISON, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- MADISON
- Address
- 116 One Madison Plz
- Time zone
- CT (UTC-6)
- Office locations
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